Premier Relationship Banker, Miri

HSBC
Malaysia
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Sales orientation","Influencing","Networking","Portfolio management","Compliance-focused"]

Own and grow relationships with Premier/HNW customers by managing, acquiring, and deepening portfolios through needs-based financial planning. Drive revenue and AUM growth targets via holistic solutions and ensure appropriate HSBC retail products are recommended based on customer needs. Refer mortgage opportunities to the Mortgage Arranger and promote best-practice wealth sales by sharing referrals with peers, while meeting all sales and regulatory compliance requirements.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
3 days ago

Premier Relationship Banker, Miri

âś“ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Own and grow relationships with Premier/HNW customers by managing, acquiring, and deepening portfolios through needs-based financial planning. Drive revenue and AUM growth targets via holistic solutions and ensure appropriate HSBC retail products are recommended based on customer needs. Refer mortgage opportunities to the Mortgage Arranger and promote best-practice wealth sales by sharing referrals with peers, while meeting all sales and regulatory compliance requirements.
Location: Malaysia
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Manage, acquire, grow, and deepen Premier customers’ relationships through effective relationship management
  • •Drive revenue and AUM growth expectations through holistic financial planning
  • •Deliver a high level of sales and services of HSBC retail products using needs-based selling
  • •Refer mortgage business to the Mortgage Arranger (MA)
  • •Ensure adherence to compliance and sales policies, procedures, and guidelines at all times

Key Requirements

  • •Experience in relationship management of high net worth clients
  • •A recognized tertiary diploma/degree qualification
  • •Relevant licences in marketing wealth and investment products (e.g., PCE, TBE, CEILLI, FIMM, IPPC)
  • •Evidence of a strong sales track record in insurance and investment products
  • •Fluency in spoken English and Bahasa Malaysia; proficiency to converse in Mandarin/Cantonese is an added advantage
Skills:Sales orientationInfluencingNetworkingPortfolio managementCompliance-focused
Licenses:PCETBECEILLIFIMMIPPC
Languages:EnglishBahasa MalaysiaMandarinCantonese

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn